Retirement Planning

 

Retirement Planning Checklist


Use this retirement planning checklist to organize your retirement planning efforts.

Retirement Planning Checklist
How Much Money Will You Need?
Add Up Your Costs
Determine Your Length of Retirement
Factor in Inflation
Where Does Retirement Income Come From?
Social security
Defined contribution, pre-tax company plans (401(k), 403(b), 457s, etc.)
Continued employment
Personal savings and investments
Retirement Planning Strategy
Defined contribution plan
Self-employed plans (Keoghs, SEP IRAs, SIMPLE IRAs)
Traditional/Roth IRA
Stocks/Bonds
Mutual Funds
How Much Time Do You Have to Save It?
In Your 20s: Be aggressive
In Your 30s­-40s: Be aggressive but balance fiscal responsibilities
In Your 50s and beyond: Be more conservative and ensure your savings will last

 

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